Printing bills

You can print draft bills, invoices and credit notes for your projects.

You can print a draft copy of the bill, if a bill is still in the draft stage and is not ready to be finalised.
You print an invoice or credit note, if a bill is ready to be finalised and printed for a customer.
You can reprint an invoice or credit note, if a bill has already been printed and you want to reprint a copy.

How invoices and credit notes are printed

This depends on your Project Accounting billing settings.

You can choose:

To create only one document for each bill that combines both the positive and negative bill line values (i.e. a single invoice or a credit note).
To create separate invoices and credit notes for the total of the positive lines and the total of the negative lines on the bill.

To enter these settings

Open: Project Accounting > Utilities > System Setup > Project Accounting Settings | Miscellaneous.

Combine credits and debits on a single document

Select this to produce a single invoice or credit note that combines the positive and negative values on each bill.
Clear this to produce separate invoices and credit notes for the positive and negative billing lines on the bill.

Include project information on bill line description

Select this to include the project code and description on bill lines in your invoices by default. You can select or clear this option for each individual bill line.

Note: This will only apply to bill lines and not comment lines.

Note: If you choose to create separate documents, you must still use either the print invoice or print credit note command to print both of the documents.